Sage 100 Integration to Sage CRM – User Experience
From the Sage CRM interface, users have access to tons of Sage 100 information and statistics that they might not otherwise have. See the features listed below and in the 2-minute video provided.
See both customer and vendor records
View powerful statistics such as YTD and LYTD on the cover page of the customer record (in the Outlook interface too!)
View AR and OE entries past and present – including line item details
View a client’s credit history
Review what a customer is buying this year versus last year
Create Orders within Sage CRM that, on approval, can flow into the Sage 100 OE module
Lookup Sage 100 inventory records
Remember, Sage CRM users do not require a license for Sage 100. And all of the information is available through Sage CRM’s web-accessible interface.
